FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 5 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,514 | -4.5% | 402,064 | -0.4% | 0.07% | -8.2% |
| Q2 2023 | $18,340 | +4.0% | 403,780 | +5.3% | 0.07% | -8.8% |
| Q1 2023 | $17,642 | -7.4% | 383,525 | -9.3% | 0.08% | -15.8% |
| Q4 2022 | $19,042 | -99.8% | 422,957 | +51.6% | 0.10% | +28.4% |
| Q3 2022 | $12,396,000 | +1438.0% | 279,008 | +1510.4% | 0.07% | +1380.0% |
| Q2 2022 | $806,000 | -4.7% | 17,325 | +1.9% | 0.01% | 0.0% |
| Q1 2022 | $846,000 | -14.0% | 17,008 | -8.3% | 0.01% | -16.7% |
| Q4 2021 | $984,000 | -4.5% | 18,556 | -4.3% | 0.01% | -14.3% |
| Q3 2021 | $1,030,000 | +127.4% | 19,381 | +128.2% | 0.01% | +133.3% |
| Q2 2021 | $453,000 | +1.3% | 8,493 | -0.3% | 0.00% | -25.0% |
| Q1 2021 | $447,000 | – | 8,521 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 383,055 | $20,310,000 | 7.25% |
| COUNTRY TRUST BANK | 4,295,003 | $227,721,000 | 6.18% |
| Braun-Bostich & Associates Inc. | 475,527 | $24,723,000 | 5.89% |
| CMH Wealth Management LLC | 362,345 | $19,212,000 | 5.79% |
| WEALTH MANAGEMENT RESOURCES, INC. | 152,712 | $8,097,000 | 5.21% |
| AFFINITY WEALTH MANAGEMENT LLC | 475,527 | $24,723,000 | 5.10% |
| Hofer & Associates. Inc | 103,430 | $5,484,000 | 4.97% |
| LVZ, Inc. | 607,539 | $32,212,000 | 4.31% |
| SENTINEL PENSION ADVISORS INC | 234,676 | $12,443,000 | 3.92% |
| BAKER BOYER NATIONAL BANK | 157,038 | $8,326,000 | 3.83% |